Meet The Team
Collectively, the team here at Sage have decades of advisory and financial planning experience. Our aim is to provide our discerning clientele a hyper-service, and we do that through a specialist team of advisers, client services and para-planners. Each member of the team are passionate about producing optimised financial strategies so you can retire well.
We strive to build trusting and long-term client relationships and share our knowledge with you so you can preserve your wealth.
This is a responsibility we take very seriously and is reflected in our company values.
As a Sage client, you can be sure of receiving dedicated, specialised and, value-centric advice to help you live well in retirement.
Click on the Adviser photos below to get to know them a bit better!
We also have a dedicated Client Services team. They are here to support the Advisers in implementing the advice and strategy of your account.
Sage Management Team
Sage is led by a team of talented, experienced and dedicated professionals. Their aim is to use their extensive industry knowledge to optimise your retirement outcomes both now and in the future through sustainable and innovative solutions.
Craig Todd Managing Director
John Elders Director
Trent Doust Associate Director
Sophia Zirov Operations Manager